2021 MONEY MARKETING AWARD WINNERS

ADVISER AWARDS

ADVICE FIRM OF THE YEAR

Sponsored by Schroders

WINNER: MURPHY WEALTH

Shortlisted:

  • Aspect8
  • Finura
  • Murphy Wealth
  • Progeny
  • Rosebridge




BEST ESG ADVICE FIRM

WINNER: EQ INVESTORS

Shortlisted:

  • Beacon Wealth Management
  • Better World Financial Planning
  • Carrington Wealth Management 
  • EQ Investors
  • Foster Denovo
  • Wingate Financial Planning




BEST FINANCIAL EDUCATION INITIATIVE

WINNER: EQUILIBRIUM FINANCIAL PLANNING

Highly Commended: Chadwicks IFA

Shortlisted:

  • Chadwicks IFA
  • Close Brothers
  • Equilibrium Financial Planning
  • Informed Financial Planning
  • John Joseph Financial Services

BEST INVESTMENT ADVICE FIRM

WINNER: LOWES FINANCIAL MANAGEMENT

Highly Commended: Nexus IFA

Shortlisted:

  • Brewin Dolphin
  • Carrington Wealth Management
  • Lowes Financial Management
  • Nexus IFA
  • Saunderson House

BEST MORTGAGE ADVICE FIRM

WINNER: CRYSTAL CLEAR FINANCIAL SERVICES

Highly Commended: MB Associates

Shortlisted:

  • Crystal Clear Financial Services
  • LIFT-Mortgages
  • MB Associates
  • The Mortgage Hut 
  • The Mortgage Mum
  • UK Moneyman

BEST NETWORK

WINNER: PRIMIS MORTGAGE NETWORK

Highly Commended: Best Practice

Shortlisted:

  • Beaufort Financial
  • Best Practice
  • PRIMIS Mortgage Network
  • Sense Network
  • Tenet

BEST PARAPLANNER

WINNER: EMMA DAVEY, FURNLEY HOUSE

Shortlisted:

  • Emma Davey, Furnley House 
  • Jean Paul Betancourt Paz, Furnley House
  • Jordan Yardley, bdhSterling
  • Plus Group
  • Rachael Wilson, Para-Sols
  • Sam Whitaker, Progeny

BEST PROTECTION ADVICE FIRM

Sponsored by HSBC Life

WINNER: LIFESEARCH

Shortlisted:

  • Cura Financial Services
  • Future Proof
  • LifeSearch
  • Peak Mortgages and Protection
  • Risk Assured
  • Vita

BEST RETIREMENT ADVICE FIRM

WINNER: HENWOOD COURT FINANCIAL PLANNING

Shortlisted:

  • Bluesky Chartered Financial Planners
  • Equilibrium Financial Planning
  • Henwood Court Financial Planning
  • Informed Financial Planning
  • Rowley Turton
  • Wingate Financial Planning

CHARITY CHAMPION OF THE YEAR

WINNER: EQ INVESTORS - THE EQ FOUNDATION

Highly Commended: The Covid-19 Support Fund

Shortlisted:

  • Blue Wealth Capital
  • EQ Investors - The EQ Foundation
  • Equilibrium Financial Planning
  • LifeSearch
  • The Covid-19 Support Fund




DIVERSITY CHAMPION OF THE YEAR

WINNER: KATHRYN KNOWLES, CURA FINANCIAL SERVICES

Highly Commended: Steve Butler, Punter Southall Aspire

Shortlisted:

  • Derek Mills Wealth Consultancy – St. James’s Place
  • Gretchen Betts, Magenta Financial Planning
  • Kathryn Knowles, Cura Financial Services
  • Steve Butler, Punter Southall Aspire

FINANCIAL WELLBEING CHAMPION OF THE YEAR

Sponsored by Aegon

WINNER: CATHERINE MORGAN, THE MONEY PANEL

Highly Commended: Tom Morris, Ovation Finance​

Shortlisted:

  • Carla Brown, Oakmere Wealth Management
  • Catherine Morgan, The Money Panel
  • Fanny Snaith, Certified Money Coach (CMC)
  • Raj Shah, Blue Wealth Capital
  • Tom Morris, Ovation Finance

NEXT GENERATION ADVICE FIRM OF THE YEAR

WINNER: OPENMONEY

Highly Commended: Becketts

Shortlisted:

  • Barnaby Cecil
  • Becketts
  • OpenMoney
  • Spentwell
  • Strategic Solutions Chartered Financial Planners





RISING ADVISER STAR OF THE YEAR

WINNER: JAMES BOUGHTON-THOMAS, TUNSTALL FINANCIAL MANAGEMENT

Highly Commended: Tim Latham, Equilibrium

Shortlisted:

  • Ceara McGrory, Murphy Wealth
  • Daniel Wiltshire, Wiltshire Wealth
  • James Boughton-Thomas, Tunstall Financial Management
  • Jessica McGuigan, Critchleys Financial Planning
  • Tim Latham, Equilibrium
  • Victoria Ross, Progeny Wealth

SMALL ADVICE FIRM OF THE YEAR (FEWER THAN 5 ARS)

Sponsored by Capital & Trust

WINNER: ENGAGE FINANCIAL SERVICES

Shortlisted:

  • Aisa Financial Planning
  • Carrington Wealth Management 
  • Depledge Strategic Wealth Management
  • Engage Financial Services
  • Rowley Turton





PROVIDER AWARDS

ADVISER TECHNOLOGY PROVIDER OF THE YEAR

WINNER: DYNAMIC PLANNER

Shortlisted:

  • Dynamic Planner
  • FE fundinfo
  • iPipeline
  • PortfolioMetrix
  • Seccl
  • True Potential Investments

BEST DISCRETIONARY FUND MANAGER

WINNER: PARMENION

Shortlisted:

  • Brewin Dolphin
  • EQ Investors
  • FE Investments
  • Parmenion
  • PortfolioMetrix
  • True Potential Investments
  • YOU Asset Management

BEST PLATFORM

WINNER: AJ BELL INVESTCENTRE

Shortlisted:

  • AJ Bell Investcentre
  • Aviva
  • Praemium
  • Standard Life Wrap
  • The P1 Platform
  • Transact

BEST PROTECTION PROVIDER

WINNER: AVIVA

Shortlisted:

  • Aviva
  • Legal & General
  • Royal London
  • Scottish Widows
  • Zurich




BEST RETIREMENT PROVIDER

WINNER: AJ BELL INVESTCENTRE

Shortlisted:

  • Advance by Embark Platform
  • AJ Bell Investcentre
  • Canada Life
  • Parmenion
  • Royal London
  • Standard Life Wrap


BEST SIPP PROVIDER

WINNER: TRUE POTENTIAL INVESTMENTS

Highly Commended: AJ Bell Investcentre

Shortlisted:

  • AJ Bell Investcentre
  • Embark Pensions
  • I.P.M. SIPP Administration
  • InvestAcc
  • PensionBee 
  • True Potential Investments

PROVIDER OF THE YEAR

WINNER: AJ BELL

Shortlisted:

  • Advance by Embark Platform
  • AJ Bell
  • Aviva
  • Royal London
  • Transact
  • True Potential Investments

INDIVIDUAL PERFORMANCE AWARDS

ADVISER PERSONALITY OF THE YEAR

ROY MCLOUGHLIN, CAVENDISH WARE

OUTSTANDING CONTRIBUTION TO THE PROFESSION

TINA WEEKS